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DocuSign

805 hedge funds and large institutions have $15.8B invested in DocuSign in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 260 increasing their positions, 227 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+124
Holders Change %
+18.21%
% of All Funds
10.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
220
Increased
260
Reduced
227
Closed
87
Calls
$869M
Puts
$606M
Net Calls
+$264M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
501
Ethic Inc
New York
$341K +$341K +3,794 New
BFM
502
Boothbay Fund Management
New York
$340K -$330K -3,669 -49%
Wealthfront Advisers
503
Wealthfront Advisers
California
$339K -$9.53K -106 -3%
ORG
504
Optimist Retirement Group
Washington
$338K -$59.3K -659 -15%
C
505
Covestor
United Kingdom
$337K +$39K +433 +13%
Fidelity International
506
Fidelity International
Bermuda
$334K -$163M -1,813,594 -100%
TC
507
Tairen Capital
Hong Kong
$333K
KPWS
508
Kestra Private Wealth Services
Texas
$329K -$98.7K -1,097 -23%
IAS
509
Insigneo Advisory Services
Florida
$329K +$329K +3,654 New
SI
510
Stephens Inc
Arkansas
$325K -$1.53K -17 -0.5%
GF
511
Gries Financial
Ohio
$316K -$59K -656 -16%
UAG
512
United Advisor Group
Ohio
$313K -$32.5K -361 -9%
TWPM
513
Total Wealth Planning & Management
Florida
$312K +$312K +3,472 New
TA
514
TFB Advisors
Kansas
$312K +$312K +3,469 New
SFC
515
SYM Financial Corp
Indiana
$307K +$2.34K +26 +0.8%
TDC
516
Thompson Davis & Co
Virginia
$307K +$307K +3,410 New
DWT
517
Dorsey & Whitney Trust
South Dakota
$301K +$180 +2 +0.1%
OF
518
Optimize Financial
California
$300K +$300K +3,335 New
Envestnet Portfolio Solutions
519
Envestnet Portfolio Solutions
Illinois
$300K +$300K +3,334 New
SS
520
Sunbelt Securities
Texas
$298K
KIA
521
Knollwood Investment Advisory
Maryland
$297K
PL
522
Perpetual Ltd
Australia
$297K +$297K +3,298 New
PA
523
Pinnacle Associates
New York
$293K -$388K -4,309 -57%
TLCM
524
Twin Lakes Capital Management
California
$291K
PI
525
PFG Investments
New York
$290K -$337K -3,752 -54%